Principal Securities’s Perella Weinberg Partners PWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-724	Closed	-$17.3K	–	3853
2025 Q1	$17.3K	Hold	724	–	–	﹤0.01%	2282
2024 Q4	$17.3K	Buy	+724	New	+$17.3K	﹤0.01%	2279